AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,455
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$7.36M
3
+$6.79M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$6.27M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.57M

Top Sells

1
+$7.18M
2
+$6.44M
3
+$5.56M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.65M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.34M

Sector Composition

1 Technology 6.74%
2 Financials 5.9%
3 Healthcare 3.14%
4 Industrials 3.01%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$11.7K ﹤0.01%
276
1502
$11.7K ﹤0.01%
+1,204
1503
$11.7K ﹤0.01%
+556
1504
$11.7K ﹤0.01%
585
-423
1505
$11.6K ﹤0.01%
496
+1
1506
$11.6K ﹤0.01%
369
+260
1507
$11.6K ﹤0.01%
124
-2,166
1508
$11.6K ﹤0.01%
212
-23
1509
$11.5K ﹤0.01%
183
1510
$11.5K ﹤0.01%
1,064
+11
1511
$11.5K ﹤0.01%
+763
1512
$11.4K ﹤0.01%
+80
1513
$11.4K ﹤0.01%
1,154
-3
1514
$11.3K ﹤0.01%
1,105
-1,211
1515
$11.3K ﹤0.01%
23
+1
1516
$11.3K ﹤0.01%
238
1517
$11.3K ﹤0.01%
1,023
-590
1518
$11.3K ﹤0.01%
146
-50
1519
$11.3K ﹤0.01%
+387
1520
$11.2K ﹤0.01%
74
1521
$11.1K ﹤0.01%
+436
1522
$11.1K ﹤0.01%
+2,316
1523
$11K ﹤0.01%
419
1524
$11K ﹤0.01%
965
1525
$10.9K ﹤0.01%
3,708
59 60
61
62 63